Kattskill Bay Estate Planning Lawyer, New York

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Includes: Gift Taxation

Brian Christopher Borie

Landlord-Tenant, Elder Law, Litigation, Estate Planning
Status:  In Good Standing           

Philip C. Mcintire

Tax, Real Estate, Estate Planning, Elder Law
Status:  In Good Standing           

James Robert Burkett

Tax, Estate Administration, Estate Planning, Elder Law
Status:  In Good Standing           

Alan Charles Rosenthal Rhodes

Commercial Real Estate, Real Estate, Estate Planning, Business
Status:  In Good Standing           Licensed:  63 Years

Alan R. Rhodes

Corporate, International Tax, Elder Law, Estate Planning
Status:  In Good Standing           

Robert S. Mcmillen

Real Estate, Estate Administration, Estate Planning, Corporate
Status:  In Good Standing           

Elisabeth Brodie Mahoney

Estate Administration, Estate Planning, Elder Law, Corporate
Status:  In Good Standing           

John E. Fitzgerald

Commercial Real Estate, Estate Planning, Elder Law, Defamation & Slander
Status:  In Good Standing           

Carl T. Baker

Estate Planning, Estate, Family Law, Civil & Human Rights
Status:  In Good Standing           Licensed:  46 Years

William Edward Fitzgerald

Real Estate, Traffic, Lawsuit, Estate Planning
Status:  In Good Standing           

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Free Help: Use This Form or Call 800-943-8690

Member Representative

Call me for fastest results!
800-943-8690

Free Help: Use This Form or Call 800-943-8690

By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

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Easily find Kattskill Bay Estate Planning Lawyers and Kattskill Bay Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

CURATOR

See conservator.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)
A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

DEED OF TRUST

See trust deed.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)
Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

SAMPLE LEGAL CASES

Schneider v. Finmann

... maintain an action for legal malpractice. We now reverse and reinstate plaintiff's claim. Strict privity, as applied in the context of estate planning malpractice actions, is a minority rule in the United States. [1] In New York, a third ...

Fielding v. Kupferman

... The documents at issue in Bishop were estate planning instruments executed by the plaintiff who believed that he was giving his wife a life estate and was not limiting his access to his life savings (Bishop, 33 AD3d 497, 501 [2006], affd 9 NY3d 910 [2007]). ...

Kram Knarf, LLC v. Djonovic

... The client's malpractice complaint was silent as to how the attorneys misled him, what they failed to explain to him concerning the estate planning documents he executed, and which of his instructions those documents did not reflect (33 AD3d at 498-499). ...